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HIT308
The Ultimate SharePoint Best
      Practice Session
Lessons Learned from Years of
  SharePoint Deployments

         Michael Noel
    Convergent Computing
    Twitter: @michaelTnoel
Michael Noel
• Technology book author; Over 15 titles translated into 20
  languages worldwide
• Partner at Convergent Computing (www.cco.com) – San
  Francisco Bay Area based Consultants
• Specialties in SharePoint, Exchange, Security, and more…
Session Agenda
         g

•   Farm Architecture
•   Virtualized Farm Architecture
•   High Availability Design
    Hi h A il bilit D i
•   Logical Architecture
•   Hardware and Software
•   SharePoint Installation
•   Kerberos Authentication
Farm Architecture
F    A hit t

Best Practice SharePoint
        Designs
Farm Architecture
All-in-one Server

• All Roles and SQL on one
  server
• Often seen in small farms
• SQL contention with
            t ti      ith
  SharePoint
• Easy to deploy, but not best
  practice
• No ability for test
  environment
      i        t
• NOTE: Do not use SQL
  Express in Production!
Farm Architecture
Dedicated SQL Database Server



• Dedicated SQL Server
• All SharePoint roles
  on single box
• Less Disk IO
• Greater Performance
• Still no test
  environment…
  environment
Farm Architecture
Smallest Highly Available Farm

• 2 Web/Query/Application
  /Central Admin/Inbound
  Email Servers
• 1 Dedicated Index Server
  (With Web role to allow it to
  crawl content)
• 2 SQL Standard Edition
  Cluster Nodes
  (Active/Passive) – Mirror
  also option
• Smallest highly available
  farm
Farm Architecture
Scalability

              Scale up and Scale out
                                 out…
Virtualized Farm
  Architecture

Less Hardware, less
      cost…
      cost
Virtualized Farm Architecture
Easy and Supported


• Microsoft Hyper-V (R2 current version) or
  VMware ESX supported (KB 897615)
• Great Windows Licensing Options (Ent =
  4 licenses, Datacenter = unlimited)
• Allows for multiple farms, more servers
• L
  Less cost, more f il
           t       failover options (Li
                              ti    (Live
  Migration / Vmotion)
• Do not overcommit resources!
Virtualized Farm Architecture
Cost Effective Farm / No HA




  Allows organizations th t wouldn’t normally b able t
  All          i ti    that      ld ’t      ll be bl to
  have a test environment to run one
  Allows for separation of the database role onto a
               p
  dedicated server
  Can be easily scaled out in the future
Virtualized Farm Architecture
Fully Redundant Farm with only Two Servers


High-
Availability
across H t
         Hosts
All
components
virtualized
Uses only
two Windows
Ent Edition
Licenses
Li
Virtualized Farm Architecture
    Best practice, Highly Available and Scalable Farm
Highest
transaction
servers are
physical
Multiple farm
M lti l f
support, with
DBs for all
farms on the
f          h
SQL cluster
Only five
    y
physical
servers total,
      g
but high
performance
Virtualized Farm Architecture
Virtualization Scalability
High A il bili
Hi h Availability
  Architecture

Network Load Balancing
                     g
  and SQL Database
       Mirroring
High Availability Architecture
Network Load Balancing


• H d
  Hardware B
           Based L d B l
               d Load Balancing i B t
                            i is Best
  ●   F5
  ●   Cisco Content Switch
  ●   Citrix Netscaler
• Windows Network Load Balancing
  Supported
  ●   Unicast – Use two NICs
  ●   Multicast – Requires Router Support
                    q               pp
High Availability Architecture
    Network Load Balancing - Sample

●   Web Role Servers
     • sp1.companyabc.com (10.0.0.101) – Web Role Server #1
     • sp2.companyabc.com (10.0.0.102) – Web Role Server #2
●   Clustered VIPs shared between SP1 and SP2 (Create A
    records in DNS)
     • spnlb.companyabc.com (10.0.0.103) - Cluster
     • spca.companyabc.com (10 0 0 104) – SP C t l Ad i
                      b      (10.0.0.104)     Central Admin
     • ssp1.companyabc.com (10.0.0.105) – SSP
     • spsmtp.companyabc.com (10.0.0.106) – Inbound Email
        p    p    p y          (          )
     • home.companyabc.com (10.0.0.107) – Main SP Web App
     • mysite.companyabc.com (10.0.0.108) – My Sites
High Availability Architecture
SQL Database Mirroring


• A il bl i SQL S
  Available in      Server
  2005/2008, both Standard and
  Enterprise Mi
  E t    i Mirroring
                   i
• Keep a full copy of Database on
  another server
• Asynchronous (good for WAN
  scenarios, Enterprise edition only)
  or Synchronous
High Availability Architecture
Database Mirroring – Single Site Option

• Single Site
• Synchronous
  Replication
• Uses a SQL
  Witness Server to
  Failover
  Automatically
  A        i ll
• Mirror all
  SharePoint DBs in
  the Farm
• Use a SQL Alias to
  switch to Mirror
     it h t Mi
  Instance
High Availability Architecture
 Database Mirroring – Cross Site HA Mirroring Option

• T
  Two Sites
       Sit
• 1 ms
  Latencyy
• 1GB
  Bandwidth
• Farm
  Servers in
  each
  location
• Auto
  Failover
  F il
High Availability Architecture
   Database Mirroring – Warm Farm Asynchronous Option

• Two Sites
• Two Farms
  (one warm
  farm)
• Mirror only
  Content DBs
• Failover is
  Manual
• M t Reattach
  Must R tt h
  DBs
• Must re index
        re-index
Logical Architecture

Do it right the first time…
Logical Architecture
Web Application Architecture

• Consider creating multiple Web Apps
• Example:
  ● spca.companyabc.com
  ● ssp1.companyabc.com
  ● mysite.companyabc.com
  ● home companyabc com
    home.companyabc.com
• Flexible and scalable!
Logical Architecture
Distribute by Default

• Distribute content across multiple Site
  Collections
• Distribute Site Collections Across
  Multiple DBs
• M lti l d t b
  Multiple databases = more controlled
                                  t ll d
  DB growth
• Try to keep your Content DBs
  manageable in size (
        g              (50-100GB)  )
Logical Architecture
Sample Logical Architecture
Hardware and
    H d        d
      Software
Determining the right tools
       for the job
Hardware and Software
Disk, Memory, and Processor

• SQL Databases Require large amounts of
  space!
• Allocate Disk Space for Index and Q y
                 p                  Query
  Servers as well
• Index corpus can g
            p      grow to 5%-20% of total size
  of data indexed
• Database and Index Servers require most RAM
  (4GB, 8GB, or more)
• Multi-core processors recommended
Hardware and Software
Windows Server Versions

• Windows Server 2008 R2 (or RTM) highly
  recommended!
• Critical that new servers run x64, required for
                                   , q
  SharePoint 2010
• SharePoint servers are fine with Standard
  edition of Windows, no extra gain for Enterprise
• SQL Servers may require Enterprise edition if
  using SQL Enterprise
Hardware and Software
SQL Server Versions

• SQL Server 2008 Recommended
    Q
• 64 bit also highly recommended (required for
  SharePoint 2010)
• SQL Server 2005 still supported
• SQL 2000 supported for Sharepoint 2007, but
  not for 2010, and not recommended
     t f 2010      d t              d d
• Separate SQL Reporting Services server may
  be required for intensive reporting
• Standard edition of SQL generally fine, except
  for very large environments
         y g
SharePoint
   Installation
Getting the steps right
SharePoint Installation
Service Accounts

• Never use a single service account!
• Create the Following Accounts
  ●   SQL Admin A
           Ad i Account    t
  ●   Installation Account
  ●   SharePoint Farm Admin
      S
  ●   Search Admin
  ●   Default Content Access Account
  ●   Application Pool Identity Accounts
SharePoint Installation
Installation Process



• Choose
  ‘Complete’
  ‘C     l t ’
  Installation
• Do not select
  ‘Stand-alone’ for
   Stand alone
  a Production
  environment!
SharePoint Installation
Installation Process



• Choose Index
  Location during
  Install
• Index location
  can be changed
  later, but more
  difficult
SharePoint Installation
Command-line Installation of SharePoint



• Learn to install from Command-line
• Only way to specify SPCA Database
  Name
• SETUP, PSCONFIG and STSADM
• PSC fi i your f i d!
  PSConfig is         friend!
• Powershell is the future here…
SharePoint Installation
Running the Config Wizard to Install Servers


• Consider PSConfig
• Use Easy to remember port for
  SPCA (i e 8888)
         (i.e.
• Better still, change SPCA to
  443 later
• Use Common Database
  Naming Convention
• Account running wizard needs
  DBCreator and Security Admin
                         y
  rights on SQL Server
• Run the wizard on additional
  servers as necessary
SharePoint Installation
Create a SQL and/or DNS Alias!




                            • Most flexible approach!
                            • spsql abc com = sql1
                              spsql.abc.com
Kerberos
    Authentication
Security, Security, Security
       y         y         y
Kerberos Authentication
Enable for Best practice Security!


• Use Kerberos when creating Web Apps
• Extra steps required, but worth it…
           p    q     ,
Kerberos Authentication
Step 1: Create SPNs for Web Apps

• Create Service Principle Names (SPNs)
• Used for impersonation
Kerberos Authentication
Step 2: Create SPNs for SQL

• Create SPNs for SQL
• Syntax similar to following:
  ●   Setspn.exe
      Setspn exe -A MSSQLSvc/spsql:1433
      COMPANYABCSRV-SQL-DB
  ●   Setspn.exe –A
      MSSQLSvc/spsql.companyabc.com:1433
      COMPANYABCSRV-SQL-DB
• MSSQLSvc = Default instance, if named
                         instance
  instance, specify the name instead
• In this example SRV SQL DB is the SQL Admin
          example, SRV-SQL-DB
  account
Kerberos Authentication
Step 3: Allow App Pool accounts and SP Computers to
Delegate

• Use ADUC
• SharePoint
  Web Server
  Computer
       p
  Accounts
• App Pool
  Identity
  Accounts
  A        t
Kerberos Authentication
 Step 4: Edit Applicationhost.config
• Windows Server 2008 only
• Modify the ApplicationHost.config file
      <windowsAuthentication enabled="true" useKernelMode="true"
                  useAppPoolCredentials="true">
Kerberos Authentication
Step 5: Enable Kerberos on Web App

 • Enable Kerberos on the Web App (if not
   already turned on)
    ●   Go t A li ti Management –
        G to Application M               t
        Authentication Providers
    ●   Choose the appropriate Web Application
    ●   Click on the link for ‘Default’ under Zone
    ●   Change t I t
        Ch       to Integrated Windows Authentication
                            t d Wi d       A th ti ti
        - Kerberos (Negotiate)
 • R ii
   Run iisreset / f
              t /noforce from the command
                         f    th        d
   prompt
Key Takeaways
  y        y

• Highly consider Virtualization for SharePoint
• Create a test farm!
• Consider Database Mirroring and/or NLB for
  SharePoint HA
• Deploy the ‘five server farm’ for full High
      p y                                  g
  Availability
• Plan today for SharePoint 2010 (more on this
  in the next session!)
• Enable Kerberos Authentication
For More Information

• SharePoint Database Mirroring Whitepaper
  (http://tinyurl.com/mirrorsp)
  (htt //ti     l    / i      )
• Database Mirroring Failover Case Study
  (http://tinyurl.com/mirrorspcs)
• Microsoft ‘Virtualizing S
            f ‘           SharePoint Infrastructure’
                                       f           ’
  Whitepaper (http://tinyurl.com/virtualsp)
• SharePoint Log Shipping Whitepaper
  (http://tinyurl.com/logshipsp)
  (htt //ti     l    /l   hi    )
• Microsoft Kerberos Guidance for SP
  (http://tinyurl.com/kerbsp)
Your Feedback is Important

Please fill out a session evaluation form and
  either put them in the basket near the exit
      or drop them off at the conference
                registration desk.

                Thank you!


       Session Code: HIT308
Michael Noel
Twitter: @MichaelTNoel
     www.cco.com

Session Code: HIT308
                              Slide Deck:
  http://www.devconnections.com/updates/LasVegas_Fall09/SharePoint

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Sharepoint Deployments

  • 1. HIT308 The Ultimate SharePoint Best Practice Session Lessons Learned from Years of SharePoint Deployments Michael Noel Convergent Computing Twitter: @michaelTnoel
  • 2. Michael Noel • Technology book author; Over 15 titles translated into 20 languages worldwide • Partner at Convergent Computing (www.cco.com) – San Francisco Bay Area based Consultants • Specialties in SharePoint, Exchange, Security, and more…
  • 3. Session Agenda g • Farm Architecture • Virtualized Farm Architecture • High Availability Design Hi h A il bilit D i • Logical Architecture • Hardware and Software • SharePoint Installation • Kerberos Authentication
  • 4. Farm Architecture F A hit t Best Practice SharePoint Designs
  • 5. Farm Architecture All-in-one Server • All Roles and SQL on one server • Often seen in small farms • SQL contention with t ti ith SharePoint • Easy to deploy, but not best practice • No ability for test environment i t • NOTE: Do not use SQL Express in Production!
  • 6. Farm Architecture Dedicated SQL Database Server • Dedicated SQL Server • All SharePoint roles on single box • Less Disk IO • Greater Performance • Still no test environment… environment
  • 7. Farm Architecture Smallest Highly Available Farm • 2 Web/Query/Application /Central Admin/Inbound Email Servers • 1 Dedicated Index Server (With Web role to allow it to crawl content) • 2 SQL Standard Edition Cluster Nodes (Active/Passive) – Mirror also option • Smallest highly available farm
  • 8. Farm Architecture Scalability Scale up and Scale out out…
  • 9. Virtualized Farm Architecture Less Hardware, less cost… cost
  • 10. Virtualized Farm Architecture Easy and Supported • Microsoft Hyper-V (R2 current version) or VMware ESX supported (KB 897615) • Great Windows Licensing Options (Ent = 4 licenses, Datacenter = unlimited) • Allows for multiple farms, more servers • L Less cost, more f il t failover options (Li ti (Live Migration / Vmotion) • Do not overcommit resources!
  • 11. Virtualized Farm Architecture Cost Effective Farm / No HA Allows organizations th t wouldn’t normally b able t All i ti that ld ’t ll be bl to have a test environment to run one Allows for separation of the database role onto a p dedicated server Can be easily scaled out in the future
  • 12. Virtualized Farm Architecture Fully Redundant Farm with only Two Servers High- Availability across H t Hosts All components virtualized Uses only two Windows Ent Edition Licenses Li
  • 13. Virtualized Farm Architecture Best practice, Highly Available and Scalable Farm Highest transaction servers are physical Multiple farm M lti l f support, with DBs for all farms on the f h SQL cluster Only five y physical servers total, g but high performance
  • 15. High A il bili Hi h Availability Architecture Network Load Balancing g and SQL Database Mirroring
  • 16. High Availability Architecture Network Load Balancing • H d Hardware B Based L d B l d Load Balancing i B t i is Best ● F5 ● Cisco Content Switch ● Citrix Netscaler • Windows Network Load Balancing Supported ● Unicast – Use two NICs ● Multicast – Requires Router Support q pp
  • 17. High Availability Architecture Network Load Balancing - Sample ● Web Role Servers • sp1.companyabc.com (10.0.0.101) – Web Role Server #1 • sp2.companyabc.com (10.0.0.102) – Web Role Server #2 ● Clustered VIPs shared between SP1 and SP2 (Create A records in DNS) • spnlb.companyabc.com (10.0.0.103) - Cluster • spca.companyabc.com (10 0 0 104) – SP C t l Ad i b (10.0.0.104) Central Admin • ssp1.companyabc.com (10.0.0.105) – SSP • spsmtp.companyabc.com (10.0.0.106) – Inbound Email p p p y ( ) • home.companyabc.com (10.0.0.107) – Main SP Web App • mysite.companyabc.com (10.0.0.108) – My Sites
  • 18. High Availability Architecture SQL Database Mirroring • A il bl i SQL S Available in Server 2005/2008, both Standard and Enterprise Mi E t i Mirroring i • Keep a full copy of Database on another server • Asynchronous (good for WAN scenarios, Enterprise edition only) or Synchronous
  • 19. High Availability Architecture Database Mirroring – Single Site Option • Single Site • Synchronous Replication • Uses a SQL Witness Server to Failover Automatically A i ll • Mirror all SharePoint DBs in the Farm • Use a SQL Alias to switch to Mirror it h t Mi Instance
  • 20. High Availability Architecture Database Mirroring – Cross Site HA Mirroring Option • T Two Sites Sit • 1 ms Latencyy • 1GB Bandwidth • Farm Servers in each location • Auto Failover F il
  • 21. High Availability Architecture Database Mirroring – Warm Farm Asynchronous Option • Two Sites • Two Farms (one warm farm) • Mirror only Content DBs • Failover is Manual • M t Reattach Must R tt h DBs • Must re index re-index
  • 22. Logical Architecture Do it right the first time…
  • 23. Logical Architecture Web Application Architecture • Consider creating multiple Web Apps • Example: ● spca.companyabc.com ● ssp1.companyabc.com ● mysite.companyabc.com ● home companyabc com home.companyabc.com • Flexible and scalable!
  • 24. Logical Architecture Distribute by Default • Distribute content across multiple Site Collections • Distribute Site Collections Across Multiple DBs • M lti l d t b Multiple databases = more controlled t ll d DB growth • Try to keep your Content DBs manageable in size ( g (50-100GB) )
  • 26. Hardware and H d d Software Determining the right tools for the job
  • 27. Hardware and Software Disk, Memory, and Processor • SQL Databases Require large amounts of space! • Allocate Disk Space for Index and Q y p Query Servers as well • Index corpus can g p grow to 5%-20% of total size of data indexed • Database and Index Servers require most RAM (4GB, 8GB, or more) • Multi-core processors recommended
  • 28. Hardware and Software Windows Server Versions • Windows Server 2008 R2 (or RTM) highly recommended! • Critical that new servers run x64, required for , q SharePoint 2010 • SharePoint servers are fine with Standard edition of Windows, no extra gain for Enterprise • SQL Servers may require Enterprise edition if using SQL Enterprise
  • 29. Hardware and Software SQL Server Versions • SQL Server 2008 Recommended Q • 64 bit also highly recommended (required for SharePoint 2010) • SQL Server 2005 still supported • SQL 2000 supported for Sharepoint 2007, but not for 2010, and not recommended t f 2010 d t d d • Separate SQL Reporting Services server may be required for intensive reporting • Standard edition of SQL generally fine, except for very large environments y g
  • 30. SharePoint Installation Getting the steps right
  • 31. SharePoint Installation Service Accounts • Never use a single service account! • Create the Following Accounts ● SQL Admin A Ad i Account t ● Installation Account ● SharePoint Farm Admin S ● Search Admin ● Default Content Access Account ● Application Pool Identity Accounts
  • 32. SharePoint Installation Installation Process • Choose ‘Complete’ ‘C l t ’ Installation • Do not select ‘Stand-alone’ for Stand alone a Production environment!
  • 33. SharePoint Installation Installation Process • Choose Index Location during Install • Index location can be changed later, but more difficult
  • 34. SharePoint Installation Command-line Installation of SharePoint • Learn to install from Command-line • Only way to specify SPCA Database Name • SETUP, PSCONFIG and STSADM • PSC fi i your f i d! PSConfig is friend! • Powershell is the future here…
  • 35. SharePoint Installation Running the Config Wizard to Install Servers • Consider PSConfig • Use Easy to remember port for SPCA (i e 8888) (i.e. • Better still, change SPCA to 443 later • Use Common Database Naming Convention • Account running wizard needs DBCreator and Security Admin y rights on SQL Server • Run the wizard on additional servers as necessary
  • 36. SharePoint Installation Create a SQL and/or DNS Alias! • Most flexible approach! • spsql abc com = sql1 spsql.abc.com
  • 37. Kerberos Authentication Security, Security, Security y y y
  • 38. Kerberos Authentication Enable for Best practice Security! • Use Kerberos when creating Web Apps • Extra steps required, but worth it… p q ,
  • 39. Kerberos Authentication Step 1: Create SPNs for Web Apps • Create Service Principle Names (SPNs) • Used for impersonation
  • 40. Kerberos Authentication Step 2: Create SPNs for SQL • Create SPNs for SQL • Syntax similar to following: ● Setspn.exe Setspn exe -A MSSQLSvc/spsql:1433 COMPANYABCSRV-SQL-DB ● Setspn.exe –A MSSQLSvc/spsql.companyabc.com:1433 COMPANYABCSRV-SQL-DB • MSSQLSvc = Default instance, if named instance instance, specify the name instead • In this example SRV SQL DB is the SQL Admin example, SRV-SQL-DB account
  • 41. Kerberos Authentication Step 3: Allow App Pool accounts and SP Computers to Delegate • Use ADUC • SharePoint Web Server Computer p Accounts • App Pool Identity Accounts A t
  • 42. Kerberos Authentication Step 4: Edit Applicationhost.config • Windows Server 2008 only • Modify the ApplicationHost.config file <windowsAuthentication enabled="true" useKernelMode="true" useAppPoolCredentials="true">
  • 43. Kerberos Authentication Step 5: Enable Kerberos on Web App • Enable Kerberos on the Web App (if not already turned on) ● Go t A li ti Management – G to Application M t Authentication Providers ● Choose the appropriate Web Application ● Click on the link for ‘Default’ under Zone ● Change t I t Ch to Integrated Windows Authentication t d Wi d A th ti ti - Kerberos (Negotiate) • R ii Run iisreset / f t /noforce from the command f th d prompt
  • 44. Key Takeaways y y • Highly consider Virtualization for SharePoint • Create a test farm! • Consider Database Mirroring and/or NLB for SharePoint HA • Deploy the ‘five server farm’ for full High p y g Availability • Plan today for SharePoint 2010 (more on this in the next session!) • Enable Kerberos Authentication
  • 45. For More Information • SharePoint Database Mirroring Whitepaper (http://tinyurl.com/mirrorsp) (htt //ti l / i ) • Database Mirroring Failover Case Study (http://tinyurl.com/mirrorspcs) • Microsoft ‘Virtualizing S f ‘ SharePoint Infrastructure’ f ’ Whitepaper (http://tinyurl.com/virtualsp) • SharePoint Log Shipping Whitepaper (http://tinyurl.com/logshipsp) (htt //ti l /l hi ) • Microsoft Kerberos Guidance for SP (http://tinyurl.com/kerbsp)
  • 46. Your Feedback is Important Please fill out a session evaluation form and either put them in the basket near the exit or drop them off at the conference registration desk. Thank you! Session Code: HIT308
  • 47. Michael Noel Twitter: @MichaelTNoel www.cco.com Session Code: HIT308 Slide Deck: http://www.devconnections.com/updates/LasVegas_Fall09/SharePoint